VW
Vantage Wealth’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
36,638
-2,218
| -6% | -$1.08M | 4.03% | 19 |
|
|
2025
Q1 | $20.7M | Sell |
38,856
-5,061
| -12% | -$2.7M | 4.68% | 4 |
|
|
2024
Q4 | $19.9M | Sell |
43,917
-439
| -1% | -$199K | 4.29% | 10 |
|
|
2024
Q3 | $20.4M | Sell |
44,356
-159
| -0.4% | -$73.2K | 4.42% | 8 |
|
|
2024
Q2 | $18.1M | Sell |
44,515
-371
| -0.8% | -$151K | 4.18% | 12 |
|
|
2024
Q1 | $18.9M | Sell |
44,886
-10,888
| -20% | -$4.58M | 4.4% | 8 |
|
|
2023
Q4 | $19.9M | Buy |
55,774
+2,655
| +5% | +$947K | 4.38% | 8 |
|
|
2023
Q3 | $18.6M | Sell |
53,119
-10
| -0% | -$3.5K | 4.66% | 6 |
|
|
2023
Q2 | $18.1M | Sell |
53,129
-593
| -1% | -$202K | 4.66% | 6 |
|
|
2023
Q1 | $16.6M | Sell |
53,722
-1,055
| -2% | -$326K | 4.6% | 10 |
|
|
2022
Q4 | $16.9M | Sell |
54,777
-483
| -0.9% | -$149K | 4.36% | 9 |
|
|
2022
Q3 | $14.8M | Buy |
55,260
+4,017
| +8% | +$1.07M | 4.07% | 15 |
|
|
2022
Q2 | $14M | Sell |
51,243
-13,868
| -21% | -$3.79M | 3.95% | 18 |
|
|
2022
Q1 | $23M | Buy |
65,111
+1,045
| +2% | +$369K | 5.11% | 3 |
|
|
2021
Q4 | $19.2M | Buy |
64,066
+970
| +2% | +$290K | 4.23% | 9 |
|
|
2021
Q3 | $17.2M | Buy |
63,096
+1,585
| +3% | +$433K | 4.41% | 5 |
|
|
2021
Q2 | $17.1M | Buy |
61,511
+285
| +0.5% | +$79.2K | 4.18% | 9 |
|
|
2021
Q1 | $15.6M | Buy |
61,226
+350
| +0.6% | +$89.4K | 4% | 12 |
|
|
2020
Q4 | $14.1M | Buy |
60,876
+905
| +2% | +$210K | 3.8% | 12 |
|
|
2020
Q3 | $12.8M | Buy |
59,971
+3,183
| +6% | +$678K | 4.1% | 7 |
|
|
2020
Q2 | $10.1M | Sell |
56,788
-13
| -0% | -$2.32K | 3.65% | 21 |
|
|
2020
Q1 | $10.4M | Buy |
56,801
+8,820
| +18% | +$1.61M | 4.41% | 9 |
|
|
2019
Q4 | $10.9M | Sell |
47,981
-135
| -0.3% | -$30.6K | 4.04% | 10 |
|
|
2019
Q3 | $10M | Buy |
48,116
+428
| +0.9% | +$89K | 4.09% | 6 |
|
|
2019
Q2 | $10.2M | Buy |
47,688
+571
| +1% | +$122K | 4.2% | 7 |
|
|
2019
Q1 | $9.47M | Buy |
47,117
+280
| +0.6% | +$56.2K | 4.21% | 8 |
|
|
2018
Q4 | $9.56M | Buy |
46,837
+272
| +0.6% | +$55.5K | 4.94% | 2 |
|
|
2018
Q3 | $9.97M | Buy |
46,565
+365
| +0.8% | +$78.2K | 4.31% | 8 |
|
|
2018
Q2 | $8.62M | Sell |
46,200
-360
| -0.8% | -$67.2K | 4.15% | 10 |
|
|
2018
Q1 | $9.29M | Sell |
46,560
-4,835
| -9% | -$965K | 4.72% | 3 |
|
|
2017
Q4 | $9.42M | Hold |
51,395
| – | – | 4.99% | 2 |
|
|
2017
Q3 | $9.42M | Sell |
51,395
-265
| -0.5% | -$48.6K | 4.99% | 2 |
|
|
2017
Q2 | $8.75M | Sell |
51,660
-880
| -2% | -$149K | 4.67% | 4 |
|
|
2017
Q1 | $8.76M | Sell |
52,540
-5,865
| -10% | -$978K | 4.78% | 4 |
|
|
2016
Q4 | $9.52M | Sell |
58,405
-4,698
| -7% | -$766K | 5.23% | 4 |
|
|
2016
Q3 | $9.12M | Buy |
63,103
+932
| +1% | +$135K | 5.19% | 5 |
|
|
2016
Q2 | $9M | Buy |
62,171
+775
| +1% | +$112K | 5.73% | 3 |
|
|
2016
Q1 | $8.71M | Buy |
61,396
+205
| +0.3% | +$29.1K | 5.52% | 3 |
|
|
2015
Q4 | $8.08M | Sell |
61,191
-177
| -0.3% | -$23.4K | 4.64% | 5 |
|
|
2015
Q3 | $8M | Buy |
61,368
+2,515
| +4% | +$328K | 4.88% | 2 |
|
|
2015
Q2 | $8.01M | Buy |
58,853
+775
| +1% | +$105K | 4.65% | 3 |
|
|
2015
Q1 | $8.38M | Buy |
58,078
+35
| +0.1% | +$5.05K | 4.86% | 2 |
|
|
2014
Q4 | $8.72M | Sell |
58,043
-175
| -0.3% | -$26.3K | 5.1% | 2 |
|
|
2014
Q3 | $8.04M | Buy |
58,218
+50
| +0.1% | +$6.91K | 5.15% | 2 |
|
|
2014
Q2 | $7.45M | Sell |
58,168
-5,450
| -9% | -$698K | 4.95% | 2 |
|
|
2014
Q1 | $7.95M | Buy |
63,618
+6,950
| +12% | +$869K | 5.08% | 2 |
|
|
2013
Q4 | $6.72M | Sell |
56,668
-25
| -0% | -$2.96K | 4.34% | 3 |
|
|
2013
Q3 | $6.44M | Sell |
56,693
-500
| -0.9% | -$56.8K | 5.07% | 2 |
|
|
2013
Q2 | $6.4M | Buy |
+57,193
| New | +$6.4M | 5.09% | 1 |
|